There are times we have Misc billings that are not related to a job. We rent out equipment, Bill for Customer Service work that a builder has asked us to do from another contractors job, and we print plans out for smaller contractors and charge for the plans.
You can't set up jobs for these small items,
by: Don K. | over a year ago | Accounts Receivable
Comments
Agree! There are times we have small maintenance T&M for a client. We have a Misc job# set up for each year to attach these types of billings. However, since the client will differ, the invoices don't get associated with the client in any A/R reporting or aging. Makes no sense to require the purchase of a whole additional module to enable billing a client for misc touchup work.
During the winter months esp., we do one day small jobs that aren't tied to any contract. I have created a "Small Job" job and the AR clerk can post the small invoices to that job number. The problem comes when the invoice isn't paid within a month and we need to send out Statements. I can only create ONE statement for SMALL JOB, not individual ones for the unpaid invoices posted to the "job".